TEL

• GAAP diluted EPS from continuing operations was $2.55, up 19% year over year; adjusted EPS was a record $2.94, up 22%.
• GAAP operating margin was 19% (up 10 bps), adjusted operating margin expanded 90 bps to 22%.
• Record orders of $5.7 billion, up 27% year over year; cash flow from operations was $1.2 billion in the quarter.
• Q4 FY2026 guidance: sales ~$5.25 billion (up 11%), adjusted EPS ~$3.05 (up 18%), GAAP EPS ~$2.84 (up 27%).
• Announced agreement to acquire Astrodyne TDI for ~$1.4 billion, expected to close by end of calendar year.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• GAAP diluted EPS from continuing operations was $2.90; adjusted EPS was a record $2.73, up 24% year over year.
• GAAP operating margin was 20% (up 200 bps); adjusted operating margin expanded 130 bps to 22%.
• Record orders of $5.3 billion, up 25% year over year, with double-digit growth in both segments.
• Q3 FY26 guidance: sales ~$5.0 billion (up 10% reported, 9% organic), adjusted EPS ~$2.83 (up 17%), GAAP EPS ~$2.44 (up 14%).

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• All 13 director nominees were elected, with support ranging from 91.86% (Abhijit Y. Talwalkar) to 99.68% (Ken Washington).
• Shareholders ratified Deloitte & Touche LLP and Deloitte Ireland LLP as auditors with 97.84% approval.
• The advisory say-on-pay proposal passed with 92.08% of votes cast in favor.
• Authorizations for market purchases of company shares and treasury share re-allotment price range were approved with 99.82% and 99.61% support, respectively.

5.07 Submission of Matters to a Vote of Security Holders

• The new facility replaces TEGSA's existing $1.5 billion five-year unsecured revolving credit facility under the April 24, 2024 agreement, which was terminated concurrently with no early termination penalties.
• The new facility matures on February 13, 2031, with options to extend for up to two additional one-year periods and to increase commitments by up to $1 billion.
• Borrowings will back TE Connectivity's commercial paper program and bear interest based on Term SOFR, EURIBOR, SONIA, or TIBOR plus a margin tied to TEGSA's credit rating.
• The credit agreement includes a financial covenant requiring a Consolidated Total Debt to Consolidated EBITDA ratio not exceeding 3.75 to 1.0 (or 4.25 to 1.0 after a Qualified Acquisition).

1.01 Entry into a Material Definitive Agreement · 1.02 Termination of a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Tyco Electronics Group S.A. issued $200M of 4.500% Senior Notes due 2031 and $550M of 4.875% Senior Notes due 2036 on February 9, 2026.
• Net proceeds of approximately $745.5 million will be used to repay outstanding debt, including 3.700% notes due 2026 and 4.500% notes due 2026, and for general corporate purposes.
• The notes are guaranteed by TE Connectivity plc and TE Connectivity Switzerland Ltd., and are unsecured senior obligations of TEGSA.
• The offering was priced on January 26, 2026, with BNP Paribas, Citigroup, Deutsche Bank, and Goldman Sachs as joint book-running managers.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP diluted EPS from continuing operations was $2.53, up 45%; adjusted EPS was $2.72, up 33%.
• GAAP operating margin was 20.6%, up 260 bps; adjusted operating margin was 22.2%, up 180 bps.
• Record orders of $5.1 billion, up 28% year over year and 9% sequentially.
• Q2 FY2026 outlook: sales ~$4.7 billion (up 13% reported, 6% organic), adjusted EPS ~$2.65 (up 20%).

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• TE Connectivity held its 2025 Investor Day on November 20, 2025, in Philadelphia, with a presentation furnished as Exhibit 99.1.
• Management targets 6-8% growth through cycle with 30%+ incremental margins and double-digit adjusted EPS growth.
• Industrial Solutions reported FY25 sales of $7.9B; Transportation Solutions reported FY25 sales of $9.4B.
• The presentation was furnished under Regulation FD and is not deemed 'filed' for SEC purposes.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Fiscal Q4 2025 net sales were a record $4.75 billion, up 17% reported and 11% organically year over year.
• Full-year fiscal 2025 net sales were a record $17.3 billion, up 9% reported and 6% organically; GAAP EPS was $6.16 and adjusted EPS was a record $8.76.
• Full-year cash flow from operations was $4.1 billion and free cash flow was $3.2 billion, both records; $2.2 billion returned to shareholders.
• Q1 FY2026 outlook: sales approximately $4.5 billion (up 17% reported, 11% organic), GAAP EPS ~$2.33, adjusted EPS ~$2.53.
• Starting fiscal 2026, the company will exclude amortization of intangible assets from certain non-GAAP measures and has recast prior period results.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits